Tax Time and EITC

Research Papers

From the Margins to the Mainstream

From the Margins to the Mainstream: A Guide to Building Products and Strategies for Underbanked Markets (for chapter links, see below)

The Retail Financial Services Initiative (RFSI) is a three-year project organized by NCIF that seeks to increase the quantity and quality of ...

Posted: November 11, 2005

Expanding Financial Services to Underbanked Consumers

Expanding Financial Services to Underbanked Consumers: How Tax Preparation Partnerships Can Help Bridge the Gap

This report discusses the opportunities that tax time presents for financial services companies. Topics of interest include stored value cards, IDA programs, alternative RALs, and retirement savings products. ...

17 pp.

Posted: September 2005

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Mar
11

Karen Andres to Present at Retail Financial Services Symposium
Karen Andres, Senior Manager and Consultant, Advisory Services, will be speaking at the 17th Annual Best Practices in Retail Financial Services Sympos…

Mar
13

Prepaid Expo
Rachel Schneider, VP of Innovation and Research, CFSI, will be moderating a panel at the Prepaid Expo in Las Vegas, Nevada. The panel will give attend…

Mar
13

David Newville Presenting at Prepaid Expo
David Newville, Senior Policy Analyst, CFSI, will be presenting at the Prepaid Expo in Las Vegas, Nevada. Mr. Newville will be presenting Market Resea…

Mar
13

David Newville and Arjan Schütte Present at Prepaid Expo
Several CFSI Employees are presenting on Market Research Roundtables at the Prepaid Expo in Las Vegas Nevada on March 13, 2012. David Newville, Senio…

Mar
20

Kimberly Gartner to Speak at Consumer Bankers Association
Kimberly Gartner, Vice President, Advisory Services will be serving on a panel discussion at Consumer Bankers Association in Austin, Texas. Gartner w…

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Research Papers

From the Margins to the Mainstream

Expanding Financial Services to Underbanked Consumers

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